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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Tim Gervais

Timothy Gervais is a Certified Public Accountant and Certified Valuation Analyst specializing in individual and small business taxation and the valuation of closely held businesses. He has experience across public accounting, wealth management, and...

ABOUT TIM

Timothy Gervais is a Certified Public Accountant and Certified Valuation Analyst specializing in individual and small business taxation and the valuation of closely held businesses. He has experience across public accounting, wealth management, and financial planning, and currently serves as a Client Relations Manager at Inception Financial. Timothy is a member of the AICPA, MACPA, and NACVA, and lives in Maryland with his wife and three children. 

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